Masso Torrence Wealth Management Inc. - WISDOMTREE TR ownership

Quarter-by-quarter ownership
Masso Torrence Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,303,992
-11.0%
74,856
-2.6%
1.00%
-5.3%
Q2 2023$1,465,892
+56.5%
76,869
+44.0%
1.06%
+42.6%
Q1 2023$936,73153,3750.74%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
MRA Advisory Group 110,171$1,919,1791.37%
Masso Torrence Wealth Management Inc. 74,856$1,303,9921.00%
Stratos Wealth Partners, LTD. 626,272$10,909,6580.24%
Advisory Services Network, LLC 326,911$5,694,7900.15%
Kestra Advisory Services, LLC 673,652$11,735,0180.12%
SWEENEY & MICHEL, LLC 10,794$186,3040.10%
WADDELL & ASSOCIATES, LLC 25,336$441,3530.06%
Householder Group Estate & Retirement Specialist, LLC 10,000$174,2000.06%
Moloney Securities Asset Management, LLC 18,427$320,9980.06%
Wealth Alliance Advisory Group, LLC 10,900$189,8780.06%
View complete list of WISDOMTREE TR shareholders